BFG
BTC

Bleakley Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Bleakley Financial Group’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$627K Sell
24,176
-410
-2% -$13K 0.01% 754
2026
Q1 		$737K Buy
24,586
+441
+2% +$14.9K 0.01% 579
2025
Q4 		$935K Buy
24,145
+1,236
+5% +$54.8K 0.02% 492
2025
Q3 		$1.16M Sell
22,909
-3,042
-12% -$154K 0.03% 382
2025
Q2 		$1.24M Buy
25,951
+2,372
+10% +$104K 0.03% 363
2025
Q1 		$860K Buy
23,579
+931
+4% +$38.4K 0.03% 360
2024
Q4 		$948K Buy
+22,648
New +$834K 0.03% 430

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Bleakley Financial Group's BTC Position: Q2 2026 in Review

Bleakley Financial Group reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.7% in Q2 2026, selling an estimated $13K and leaving 24,176 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #754.

Bleakley Financial Group first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Bleakley Financial Group held 24,176 shares of Grayscale Bitcoin Mini Trust ETF worth $627K as of Q2 2026.
  • Bleakley Financial Group sold 410 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $13K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #754 holding.
  • Bleakley Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Bleakley Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $1.24M in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.